Skip to main content

RETIREMENT & BENEFITS

No one wants to go back to work at 75.

Rising interest rates, soaring inflation, longevity risk, and market volatility are just some of the forces threatening to undermine the retirement of millions of people worldwide.

With so much at stake, Milliman is committed to developing innovative solutions that help people retire with confidence.

As visions of retirement have changed, so have retirement plans.

Retirement plans today are as almost as diverse as the workforces they support. Our innovative retirement and benefits solutions are powered by cutting-edge ALM modeling, performance monitoring, plan administration, and asset protection capabilities.

Our experts can help you navigate your options, mitigate your liabilities, and develop flexible, comprehensive approaches to addressing your most complex retirement challenges.

Looking for the Milliman retirement benefits site?

NEW RESOURCE

SECURE 2.0: What plan sponsors, administrators, and recordkeepers need to know

The law changed the retirement landscape. Our research is breaking down the implications.

RETIREMENT PLANNING

2023 Milliman Retiree Health Cost Index

How much money will you need to cover your healthcare expenses?

PENSION STUDIES

How are pension plans faring today?

Markets are in turmoil. Interest rates have been on the rise. What does this mean for the health of U.S. pension plans?

Gain insights on current trends and future implications in our monthly and annual studies of the largest public, corporate, and multiemployer plans.

Read the most recent retirement & benefits thought leadership.

CRITICAL POINT PODCAST

Critical Point Episode 38: Surprises and obstacles SECURE 2.0 could present for plan sponsors and HR professionals

Listen to the podcast
Resource

401(k) compliance corrections

Our collection of articles helps DC plan administrators resolve and avoid common compliance errors, including late deposits, lost earnings, and missed deferral opportunities.

VIDEO

A retirement plan that actually lets you retire

See how the Milliman Sustainable Income Plan is revolutionizing retirement.

VIDEO

It’s not a crisis if you see it coming.

The challenges of global retirement
Read the article
Watch the video
Watch the video
Learn more
Read the index
Read the paper
RETIREMENT & BENEFITS SOLUTIONS

Regulatory updates: Staying compliant, keeping ahead

A constantly changing regulatory climate for retirement plans of all kinds can make it difficult to set a strategy, stick to it, and maintain long-term compliance.

PRODUCTS

Milliman retirement & benefits products

Pension plan modeling and analytics
Pension modeling & analytics

FutureCost

Project pension assets and liabilities into the future to answer complex questions and make data-driven decisions.

Retirement asset allocation
Retirement asset allocation
Retirement asset allocation

InvestMap

Deploy an age-based asset allocation strategy for the core funds held within a defined contribution plan.

IFRS readiness and GASB75 compliance
IFRS readiness and GASB75 compliance
GASB 75 compliance

GASBhelp

Comply with GASB 75 requirements through easy-to-answer questions and step-by-step guidance.

ACA compliance and affordability
ACA compliance and affordability
ACA compliance & affordability

Healthcare Reform Dashboard

Give small and mid-size employers essential analysis needed for ensuring compliance and plan affordability under the Affordable Care Act (ACA).

Pension administration and communication
Pension administration and communication
Pension administration & communication

Milliman Actuarial Retirement Calculator (MARC)

Administer defined benefit and cash balance pension plans with one of the industry's leading retirement planning and communication tools.

Pension plan management
Pension plan management
Online projection tool and information center

Milliman OPTIC

Projections at your fingertips for your multiemployer pension plan.

Pension funding and FAS reporting tool
Pension funding and FAS reporting tool
Pension funding & FAS reporting

Pension Performance Dashboard

See how movements in capital markets affect your pension plan's financial status, with real-time updates on projected funded status, and FAS expense.

Benefits analysis
Benefits analysis
Benefits analysis

Retirement Income Security Evaluation (RISE Score)

The RISE Score™ provides an intuitive and easy-to-use way to determine potential gaps in retirement income and gauge retirement readiness.

Pension funding and FAS reporting tool
Pension funding and FAS reporting tool
Retirement plan design

Small Business Retirement Plan Solution

A comprehensive package, the Small Business Retirement Plan Solution includes design, actuarial services, plan document, government filings, and administration.

SERVICES

Milliman retirement & benefits services

401(k)/403(b) plan services

Benefit from decades of employee benefits experience and customizable software developed specifically for retirement plans.

Defined benefit plan consulting

Meet your goals and business objectives in the face of constantly shifting markets and regulations.

Discretionary investing consulting

Develop appropriate investment policies and strategies with an integrated process to help meet long-term asset allocation and funding goals.

Asset allocation

Achieve more consistent returns with impartial, data-driven advice tailored to your needs.

Defined contribution plan administration

Navigate the complicated maze of defined contribution administration to provide accurate recordkeeping, transparency, and compliance.

Frozen plan services

Implement a comprehensive, strategic approach to ensure participant benefits are paid while reducing costs.

Defined benefit plan administration

Maximize the value of pension benefits to participants using our decades of experience, flexible software tools, and disciplined process.

Defined contribution plan consulting

Succeed with comprehensive services including plan design, mergers, data integrity, and compliance services.

GASB75 compliance

Adapt to the increased reporting frequency and detail required by new regulations with expert guidance.

We’re here to help

Ask the tough questions. We’re ready for them.

popup image